Heather Liston

Heather Liston LinkedIn

"The eminent Judge Learned Hand once said, 'In America, there are two tax systems: one for the informed and one for the uninformed.' We’re here to join the informed—the people who take charge of our financial lives and make the most of our opportunities."

Heather C. Liston, CFP®, EA, Principal at Clarity Financial

HEATHER C. LISTON, CFP®, EA, is the principal at Clarity Financial, a woman-owned, fee-only, fiduciary financial planning firm based in San Francisco. She works with individuals and couples on retirement planning; equity compensation; tax planning; risk management; investments; budgeting, saving, debt management; and more. She also prepares tax returns and has taught courses such as Income Tax, and Retirement Planning & Employment Benefits at UC Berkeley Extension and Golden Gate University.


Moon Northern California (2012)

Associated Program(s)
Personal Financial Planning